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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Robert Burns (CRD# 1286211) is an Investment Advisor Representative working at Burns Financial Advisors, Inc. in Independence, OH and has over 38 years of experience in the finance industry.
Benjamin Bury (CRD# 6100353) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Peter Butler (CRD# 1942182) is an Investment Advisor Representative working at Newedge Advisors in Independence, OH and has over 25 years of experience in the finance industry.
Jason Byers (CRD# 4022636) is an Investment Advisor Representative working at Edward Jones in Massillon, OH and has over 24 years of experience in the finance industry.
Jeanette Cable (CRD# 4450505) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 18 years of experience in the finance industry.
Linda Cahill (CRD# 2437382) is an Investment Advisor Representative working at Enza Financial, LLC in Independence, OH and has over 21 years of experience in the finance industry.
Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry. Peter Calfee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry. Caleb Callahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.